Commonwealth Financial Services’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $213K | Buy |
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|
2017
Q1 | $19K | Hold |
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|
2016
Q4 | $20K | Buy |
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|
2016
Q3 | $13K | Hold |
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|
2016
Q2 | $13K | Hold |
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|
2016
Q1 | $14K | Hold |
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|
2015
Q4 | $14K | Hold |
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|
2015
Q3 | $13K | Hold |
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|
2015
Q2 | $13K | Hold |
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|
2015
Q1 | $13K | Hold |
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|
2014
Q4 | $12K | Buy |
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